- Spekit (Denver, CO)
- …transparency. Who You Are Proven success as a Head of Marketing or senior marketing leader in B2B SaaS, ideally in competitive, fast-growing markets. Deep business ... bring that vision to Spekit! Master storyteller and content strategist with experience leading 'challenger' positioning and crafting narratives...we seek. And the change we seek is a wealth of diversity in technology and the workplace. As… more
- City National Bank (Chicago, IL)
- …attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist ... wealth and succession planning. *WHAT WILL YOU DO?* * Work with Sr . Wealth Strategist and Wealth Strategist in developing integrated estate and… more
- PNC (Tysons Corner, VA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr . within PNC's Private Bank, you will be based ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- Truist (Atlanta, GA)
- …shift (United States of America) **Please review the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible for working ... solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth… more
- Truist (Houston, TX)
- …and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and ... a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- KeyBank (Chicago, IL)
- …including the next gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership on the ... Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with...FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible… more
- KeyBank (Cleveland, OH)
- …advantages of the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management Team as part of ... the pre-call and weekly sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. + Effectively utilizes centralized resources in support of portfolio construction and client service activities,… more
- City National Bank (New York, NY)
- …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of… more
- KeyBank (Tarrytown, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
